Jesse LancasterCRD Number: 5450825
Current Firm: Morgan Stanley
Jesse Lancaster (CRD# 5450825) is an Investment Advisor Representative working at Morgan Stanley in Toledo, OH and has over 8 years of experience in the finance industry.
Bollin Wealth Management, LLC
Independence Capital Company, Inc.
Ameriprise Financial Services, Inc.
|Morgan Stanley||Toledo, OH||May 2009 - Current||8|
|Morgan Stanley & Company Incorporated||Toledo, OH||Apr 2009 - May 2009||< 1|
|Ubs Financial Services Inc.||Sylvania, OH||Oct 2007 - Apr 2009||1|
|Sylvania Country Club||Sylvania, OH||Jun 1998 - Oct 2007||9|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Dec 2008|
Total Assets Under Management535,890MILLIONS
Total Number of Accounts1,563,538ACCOUNTS
Average Account Value$342,742
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV